Investment Advisor - Mutual Funds

Job Summary:

We are seeking an experienced Investment Advisor to manage and grow a portfolio of NRI clients, offering tailored investment solutions with a strong focus on mutual funds and wealth management products. The ideal candidate must have in-depth knowledge of investment products and proven experience in client relationship management.

Key Responsibilities:

• Manage and develop a portfolio of NRI clients, ensuring strong long-term relationships.
• Recommend suitable mutual fund products based on clients’ financial goals, risk appetite, and investment horizon.
• Conduct periodic portfolio reviews and provide market updates to clients.
• Achieve sales targets for mutual funds and other investment/wealth management products.
• Ensure compliance with internal guidelines and regulatory requirements.
• Identify new business opportunities and proactively acquire new NRI clients.
• Assist clients with onboarding, documentation, KYC, and investment transactions.
• Maintain accurate records of client interactions and investment activities.

Requirements:

• Minimum 4–7 years of experience in Mutual Funds / Investment / Wealth Management.
• Strong understanding of mutual fund products, portfolio management, and financial markets.
• Proven experience handling NRI client portfolios.
• Excellent communication, presentation, and interpersonal skills.
• UAE/GCC experience preferred.
• Ability to work independently and achieve sales targets.
• Strong analytical and client advisory skills.

Job Types: Full-time, Permanent

Pay: AED10,000.00 - AED20,000.00 per month